Episode 596: So Much for the Embargo

This week, we discuss Chainguard breaking the PHP embargo, Anthropic's S-1, and betting AI gets exponentially better. Plus, when do kids age out of trick-or-treating? Watch the YouTube Live Recording of Episode 596 Runner-up Titles That’s not my problem I’m here for the drama What is he, Mr. Peanut? Private equity Halloween Responsible Disclosure minus Chainguard The conspiracy theory is actually real Cursor ride or die They’re betting \$80B it’s got legs I’m long on bureaucracy Kicked out of the WhatsApp group Officially on the naughty list Wheres my bug bounty Going on vacation send money The most famous of last words Very bad at exponential thinking Nobody codes by hand anymore Putting it under a mattress Were not using the same software Human beings are not needed Rundown PHP2Shell and the Broken Embargo Today's PHP Security Release, and How We're Strengthening PHP Security PHP blames Chainguard for putting huge chunks of the web at risk Dan Lorenc on the PHP embargo and Chainguard shipping fixed builds early PHP2Shell: AI-discovered flaws put ~70% of websites at risk of takeover Cognition's open-source Devin plugin patches PHP2Shell, Node.js, GitLab flaws Linux kernel vulnerabilities accidentally posted to public mailing list CRA Reporting Obligations Start September 2026: What EOL Dependencies Mean It's OK not to embargo Anthropic's S-1 Anthropic Reveals 14-Fold Increase in Growth Ahead of I.P.O. Anthropic: Benchmarking the S-1 Data Anthropic S-1 Analysis: How 7 Key Metrics Stack Up Anthropic's IPO prospectus could go public as early as today Anthropic files its S-1 to IPO under ticker ANT Anthropic's draft IPO prospectus: ~\$450B in mostly noncancelable cloud deals OpenAI racing to raise ~\$30B at \$1.4T valuation ahead of Anthropic's IPO Cathedral's AI agents breached Anthropic's business systems in under 12 hours DeepSeek raises $15Bat~$74B, accelerates Shanghai listing to early 2027 AI Capex vs. AI Payoff Meta seeks ~\$95B for AI buildout; Nvidia, AMD, Broadcom may invest Meta to raise \$95B for AI Meta beats Q3 revenue expectations, announces 2-for-1 stock split Nasdaq's worst day since June as Meta's \$825B AI tab rattles investors Amazon cloud capacity sold out through 2027, CEO Jassy says The hyperscalers report this week — and the AI spending bill comes due Bank of America: data center market to top \$2T by 2028 Microsoft reveals Azure earnings for the first time Apollo: No Signs of AI Payoff Outside the Tech Sector Apollo: AI has delivered "zero financial payoff" outside tech IBM's Krishna: some AI spending is "completely out of control"; stock falls 7% Cloudera: 89% of enterprises redesigned AI use cases over rising token costs "Dark GPUs" at Amazon show the limits of the AI buildout Bernstein: only ~35% of announced US data center capacity likely to materialize Nearly 50% of 2026 data center bonds are junk Wyndham deploys agentic AI across its hotel network Customers Bank uses AI to close commercial loans in 7 days vs 30-60 LSEG buys Octus for \$3.535B to feed Wall Street's AI Gartner: agents will handle 70% of enterprise voice interactions by 2030 Microsoft's MAI-DxO diagnoses 83% of complex cases vs 36% for doctors Relevant to your Interests Google Cloud outage takes down Revolut, HSBC, Lloyds in the UK European regulators query Google over the London cloud outage, first DORA test Salesforce to buy Braze for \$5.66B, 58% premium Salesforce – Part Two Study: Grok picks Republicans in 92% of races, GPT-6.1 Sol Democrats in 97% There are stupid questions, just not that kind of stupid Ex-GitHub CEO launches a GitHub rival that reinvents the pull request Daytona reaches \$1B valuation for AI agent cloud infrastructure Nvidia-backed doubleAI debuts 'code execution' models OpenAI launches GPT-6.1 Terra at half the price of its siblings 10x engineer (AI Psychosis) Microsoft offers voluntary buyouts to 60,000 employees Microsoft offers buyouts to 60,000 staff, about 27% of its workforce Barclays to cut 5,000 jobs as AI drives efficiency gains Automattic begins layoffs following board upheaval and executive departures China urges agencies to mitigate AI job displacement Italy bans fully automated AI dismissals Conferences SREDay Amsterdam, Nov 2nd, 2026 - Coté speaking. DevOps Amsterdam Meetup, Nov 10th, 2026 - Coté speaking. VMware Explore London, Nov 18-19, 2026, Coté speaking. Cloud Native Denmark, Nov 19th, 2026, Coté keynoting, Discount Code: CSVFTW Build Stuff, Dec 2-4, 2026, Vilnius, Lithuania. Coté speaking. cfgmgmtcamp, Ghent, Belgium, February 1-3, 2027 SCALE 24x Pasadena, CA, April 1-4, 2027 SDT News & Community Join our Slack community Email the show: [email protected] Free stickers: Email your address to [email protected] Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for \$20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: Ghostty 1.4.0 PodEditor Beta Matt: Steel Beans Coté: YOTEL Edited and produced with PodEditor, the native Mac podcast editor.